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Ian Meierdiercks

Im Wealth Partners
27 Years of Experience
Blue Bell, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Ian Meierdiercks is a registered investment advisor at Im Wealth Partners, based in Blue Bell, PA, with 27 years of industry experience. Ian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 17 clients with $120M in assets under management.

Im Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
17 clients
Average Client Portfolio
$7.3M average
Assets Under Management
$123.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K0.15%
$750K - $1.0M0.15%
$1.0M - $5.0M0.15%
$5.0M - $10.0M0.15%
$10M+0.15%

Clients also pay an additional 0.15% annual performance and account aggregation reporting fee. Fees may be negotiated based on the size and nature of the relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3 Valley Square, Suite 110, Blue Bell, PA, 19422

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ian advises clients on investments and insurance through IM Wealth Partners, where he is an owner. He also sells fixed insurance products and owns IM Wealth Partners Insurance LLC to collect fixed insurance commissions, dedicating about half of his time to these insurance-related activities.

Employment History
Current Registrations
Im Wealth Partners
May 2026 - Present · 5 mos
Stonex Advisors INC.
June 2016 - Present · 10 yrs 4 mos
Stonex Securities INC.Broker
October 2003 - Present · 23 yrs
Previous Registrations
Sterne Agee Asset Management, INC.
May 2005 - June 2016 · 11 yrs 1 mo
AXA Advisors, LLC
June 2001 - October 2003 · 2 yrs 4 mos
AXA Advisors, LLCBroker
April 1999 - October 2003 · 4 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1999 - January 2000 · 9 mos
State Registrations21 states
ALAZCACODEFLGAILINMDMIMNNCNJNMNYOHPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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